Dakota Research Podcast

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Serenity Capital Advisors, mergers like the one between Cerity Partners and Graypoint, and acquisitions by Corient Private Wealth. Hear updates on investments coming from CalSTRS, Washington Investment Board, and the New York State Common Retirement Fund. Additionally, hear searches coming from Cook...

In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs KTF Investments and WaFd Wealth as well as acquisitions by EP Wealth Advisors. Hear updates on investments coming from Public Employees' Retirement System of Mississippi and Kentucky Public Pensions Authority. Additionally, hear searches coming from Ohio Police and Fire Pension Fund. We also shar...

In this Dakota Research Interview , Chris LeRoy and Alex DeMarco sit down with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, to explore how the firm built a $6.6B real estate platform focused on 1031 exchanges and net lease investing. Warren shares how ExchangeRight has never missed a rent payment across 1,350+ properties, and how the team delivers bond-like, recession-resilient...

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like L 1 Global Wealth and acquisitions by Simplicity Group Holdings as well as firms like Rise Growth Partners that are vigorously backing mid-sized RIAs. Hear updates on investments coming from the Los Angeles County Employees' Retirement Association , University of Houston System Endowment, and C...

In Episode 20 of the Dakota Research Podcast , we unpack the rise of Asset-Based Finance (ABF) and Asset-Based Lending (ABL)—two fast-evolving segments reshaping how capital flows into private markets. As banks retrench and institutional demand accelerates, ABF is fueling everything from consumer loan securitizations to hyperscale data center development.  We spotlight major deals like KKR’s $6.5B...

In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Countryside Financial and Puissance Capital Management as well as acquisitions by The Retirement Planning Group. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Veterans Fund II, Re7 Capital, and EP Wealth Advisors — plus a reminder...

In this Dakota Research Interview, Tim Ryan, Managing Director at Russell Investments, shares how the firm is navigating the complexities of today’s real estate market. With over $7B in AUM, Russell combines listed and private real estate strategies to optimize income, growth, and diversification. Tim discusses market signals, sector-specific opportunities, and the firm’s proprietary data tools th...

In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Cedar Cove Wealth Partners and Clear Trail Advisors as well as potential acquisitions by Merit Financial Advisors. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from the Clean Growth Fund, Marltlink Capital, and Africa50 Group  — pl...

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management  as well as potential acquisitions by Steward Partners. We also share the latest fundraising efforts from Periscope Equity, Community Capital, and H.I.G WhiteHorse— plus a reminder to register for our next Dakota Cocktails event. Tired of chasing ou...

In today's Fundraising News Podcast episode we cover newly registered RIAs like Clearwave Capital and as well as acquisitions by Merit Financial Advisors and Maridea Wealth Management. Hear updates on investments coming from the and searches coming from the. We also share the latest fundraising efforts from Brookfield Asset Management, Gree Ventures, and Legacy Knight MFO — plus a reminder to...

In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Mavs Wealth Management Group and Meadowbrook Advisors as well as acquisitions by Wealth Enhancement. Hear updates on investments coming from the New Jersey Division of Investment and searches coming from the Employees' Retirement Fund of the City of Dallas. We also share the latest fundraising efforts...

In this episode of Dakota Research Interview, we sit down with Michael Steingold, Director of Private Markets at Russell Investments, to explore the rapidly evolving world of infrastructure investing. With nearly 20 years of experience, Russell’s platform spans global markets—from Australia to North America—delivering insights into essential sectors like digital infrastructure, energy, and transpo...

On today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Simco Financial and FAO Wealth as well as acquisitions by JTC. Hear updates on investments coming from the Rhode Island State Pension and searches coming from the Shrewsbury Contributory Retirement System. We also share the latest fundraising efforts from Silversmith Capital Partners, Yaletown Partn...

In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Bellingrath Wealth Management and Sharp Wealth Management as well as acquisitions by iA Financial Group. Hear updates on investments coming from the Kansas Public Employees Retirement System and searches coming from the Plymouth County Retirement Association. We also share the latest fundraising efforts...

In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Pearl Planning and Holistic Wealth Advisors as well as mergers between Resonant Capital Advisors and QBCo Advisory. Hear updates on investments coming from the Cambridge Retirement System and searches coming from the City of Holyoke Retirement Board. We also share the latest fundraising efforts f...

In Episode 19 of the Dakota Research Podcast , we explore why Europe is becoming a strategic destination for private market investors. Amid fragmented markets and favorable valuations, institutional capital is surging into sectors like energy transition, defense, and digital infrastructure. We break down the policy tailwinds—including the EU Green Deal, industrial reshoring, and defense modernizat...

In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Innovative Asset Advisors Group and Ascension Advisors as well as acquisitions by Maridea Wealth Management . Hear updates on investments coming from the Los Angeles Fire & Police Pension System and searches coming from the Quincy Retirement System . We also share the latest fundraising effor...

In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Grenadilla Advisory and Asset One Wealth Management as well as acquisitions by Merchant Investment Management . Hear updates on the Maine Public Employees’ Retirement System, Texas County & District Retirement System, and Seattle City Employees Retirement System . We also share the latest fundraising ef...

In this episode of the Dakota Fundraising News Podcast, we cover registered RIAs like The Mather Group as well as acquisitions by Composition Wealth. Hear updates on the Vermont Pension Investment Committee and Teach Retirement System of Texas. We also share the latest fundraising efforts from Pacific Equity Partner, Lorient Capital, and Flyer One Ventures— plus a reminder to register for our next...

In this episode of Dakota's Fundraising News Podcast, we cover registered RIAs like RWA Wealth Partners as well as acquisitions by Beacon Pointe Advisors . Hear updates on the Los Angeles Fire & Police Systems and St. Paul Teachers’ Retirement System . We also share the latest fundraising efforts from One Rock Capital Partners and MML Capital— plus a reminder to register for our next Dako...

In this episode of the Dakota Research Interview Series, Chris LeRoy and Alex DeMarco sit down with Doug Clinton, Co-Founder and General Partner at Deepwater Asset Management. Known for backing “alien” founders and betting early on paradigm-shifting technologies, Doug shares how Deepwater’s unique venture model bridges public equity discipline with early-stage conviction. From AI-powered infrastru...

We cover newly registered RIAs like Abundant Wealth Management as well as acquisitions by Carson Group. Hear updates on Kansas City Police Retirement System and Texas County & District Retirement System. We also share the latest fundraising efforts from  Arroyo Energy Investment Partners and  Greenoaks — plus a reminder to register for our next Dakota Cocktails event. Tired of fragmented data...

In this episode of our Dakota Fundraising News Podcast, we cover freshly launched RIAs like Centrica Wealth Management as well as acquisitions by Focus Partners Wealth and BMO Financial Group. Hear consultant updates from Bristol County Retirement System and Texas Municipal Retirement System. We also share the latest fundraising efforts from North Haven Capital Partners and Greenbelt Capital Manag...

In Episode 18 of the Dakota Research Podcast , we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine key subsectors (cloud, identity, endpoint, data security), explore the role of AI in both defense and attack, and highlight consolidation trends and record-breaking M...

In this episode of the Dakota Research Interview Series, Chris LeRoy speaks with John Brenard, Founder and Managing Director of Southview Timberland Investments, about unlocking access to one of the most overlooked—and effective—real assets: timberland. John shares how Southview bridges the gap between institutional timberland investing and public REITs by offering accredited investors direct acce...